Neighborhood Health Center Of Wny, Inc. 403(b) Plan
Sponsored by Neighborhood Health Center Of Wny, Inc. · EIN 161294447 · Plan #001
- Total assets
- $11.7M
- Net assets
- $11.7M
- Active participants
- 376
- With balances
- 318
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cambridge Investment Research Advis | Investment advisory (plan), Direct payment from the plan | $32,499 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $31,414 |
| Security Administrators Inc. | Contract administrator, Direct payment from the plan, Other services | $12,920 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |